1. Nvidia CEO visits South Korea to deepen cooperation, meeting with executives from SK Hynix, Samsung Electronics, and other tech companies.
2. Nvidia CEO Jensen Huang states that all three major memory chip manufacturers are qualified to supply HBM4 chips.
3. SK Telecom partners with Nvidia to build a gigawatt-scale AI cloud; the first AI factory is scheduled to begin operation in 2027.
4. Nvidia's new products are criticized for "shrinking" memory capacity, causing a sharp drop in domestic and international memory stocks.
5. BOE Technology Group responds to the impact of memory price increases on the display industry: laptops and mobile phones will be under pressure, while the impact on televisions will be limited.
6. Institutions predict that the semiconductor market size may reach $1.5 trillion this year, with memory chip sales increasing by 250% year-on-year.
7. Automotive-grade memory chip prices surge by 180%, leading to price increases in many new energy vehicles.
8. Jiangbolong releases automotive-grade UFS 4.1 memory products, featuring its self-developed 5nm WM7400 controller.
9. TSMC CEO C.C. Wei: AI demand is strong, but we will not follow memory chip manufacturers in raising prices drastically.
10. Innolux Corporation: Enterprise-grade DRAM memory products have achieved mass production and batch delivery.
